Pelham Smithers Associates Ltd - PSA Today 3 Dec: Marvell guidance revitalises AI plays / Growing impact of AI creation on global market data volumes / US EV sale: Nov collapse / Smaregis clever new plan - Nikkei 225 +1.14%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 3 Dec: Marvell guidance revitalises AI plays / Growing impact of AI creation on global market data volumes / US EV sale: Nov collapse / Smaregi's clever new plan - Nikkei 225 +1.14%

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Julie Boote and Thao Nguyen
Tags: Marvell Technology (MRVL US), Amazon (AMZN US), Mitsui Kinzoku (5706 JT), Ibiden (4062 JT), SoftBank Group (9984 JT), Renesas (6723 JT), SiTime (STIM US), Sanrio (8136 JT), Shiseido (4911 JT), Bandai Namco (7832 JT), Ryohin Keikaku (7453 JT), Askul (2678 JT), PeptiDream (4587 JT), Seagate (STX US), Western Digital (WDC US), Buffalo (6676 JT), SanDisk (SNDK US), Pure Storage (PSTG US), Kioxia (285A JT), NHK Spring (5991 JT), Resonac (4004 JT), TDK (6762 JT), AGC (5201 JT), Hoya (7741 JT), Nidec (6594 JT), Spotify (SPOT US), Apple (AAPL US), Sumitomo Electric Industries (5802 JT), Mitsubishi Electric (6503 JT), Ford Motor (F US), Hyundai Motor (005380 KS), Honda (7267 JT), Subaru (7270 JT), Tesla (TSLA US), Nexperia (pvt), Wingtech Technology (600745 CH), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Smaregi (4431 JT)
Main Points
 Nikkei 225 rallies as Marvell guidance revitalizes AI stocks
 Impact of AI content creation on global data market increasing
 SEI and Mitsubishi Electric hit new listing highs
 US EV sales collapse in November
 Smaregi launches new plan for restaurants

03/12/2025 1 EN

Provider

Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.

See profile

Analysts

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 3 Dec: Marvell guidance revitalises AI plays / Growing impact of AI creation on global market data volumes / US EV sale: Nov collapse / Smaregi's clever new plan - Nikkei 225 +1.14%

PSA Financials / Capital Markets: MARI (9552 JT) – Reborn? Early to Judge

PSA Technology: Is Robotics to be Part of the Current Semiconductor Boom, or a Separate One?

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